Propertyware's New Release

Propertyware's Upcoming Release Preview

Desktop & Global Features

• Ability to create all day appointments
• Chart of Accounts Enhancements
• Support for alphanumeric account numbers
• Enhanced support for adding sub accounts
• Capital accounts are now called equity accounts
• Flag designated accounts into a loan category
• Ability to deactivate accounts that are no longer used
• Enhancement to search engine allows you to search by bill number

Money Out

Vendors

• Ability to designate vendors as 1099 eligible
• Improved method for adding contacts to a vendor
• Enhanced vendor navigator with mouse over effect for the full vendor name
• New feature for merging two vendors: simply rename a vendor to a name of an existing vendor and you will be prompted to confirm the merge
• Save and Clone button now available when creating a new bill

Bill Pay

• New filter to view unpaid bills by vendor and those that were created from auto bills
• "Auto Apply Portfolio Income" feature that automatically applies available portfolio income toward unpaid bills

Analytics

• Enhancement to the Aged Receivables Report allows you to exclude liability accounts from the generated report

Mail Merge

• New lease mail merge fields for Tenant Statements, such as Primary Contact Address, Company Address, Building Property Manager, a Delinquent Charges table (late fees excluded), and a table for All Contacts Named on Lease
• Enhancements to the mail merge editor that include a right click menu from within the editor
• Option to attach a copy of mail merge documents to leases and owner’s portfolios

Maintenance Module

• New search style picker for selecting the location of an incoming service request
• Improved “Submitted By” field lookup to verify and locate the correct contact on incoming service requests
• New standard work order fields, such as Scheduled Start Date, Estimated Time, Required Materials and Closing Comments
• New Prioirty Filter on the Maintenance summary page to view and categorize work orders
• Ability to attach files to bills created on a work order
• Addition of work order category on the New Work Order alert email

Management Module

Management Setup

• Management fee rule enhancements now allow you to set a flat management fee for an entire portfolio
• An enhancement to the management fee calculator now allows you to set a specified commission percentage on expense and liability accounts
• Ability to rename your Management Company name and Management Portfolio abbreviations

Management Summary Page

• Management summary page now displays the sum of all unpaid bills by owner portfolio and a link to Bill Pay
• Management summary page now includes new tables that historically track Owner's Statements, Owner Contacts, Owner Draws and Contributions, Operating Reserve, Notes and Documents

Management Fee Calculator

• Now you can create your management fees, record owner draws, generate owner’s statements and lock the accounting on owner portfolios with just a few simple clicks
• Filter the management fee calculation using your own customizable date range
• An enhanced management fee calculator provides a summary of all commission accounts, your management fee percentage, and calculated management fee
• Create management fee bills as unpaid or paid from portfolio income

Management Statements

• Owner's Statements can now be attached to the owner’s portfolio after you generate them
• View a history of all past Owner's Statements
• New Owner’s Statement includes a loan table with all loan transactions

Propertyware Sync for QuickBooks

• Enhancement to sync groups allows you to exclude designated Propertyware accounts from synchronizing with your QuickBooks Chart of Accounts

Note: Any unreleased services or features referenced in this or other public statements are not currently available and may not be delivered on time or at all.